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About Me

With over 20 years' experience in the financial services industry, I specialise in providing tailored strategic and investment advice with a focus on SMSFs and direct investing.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Merit Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®

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  • © 2024 FINANCIAL ADVICE ASSOCIATION OF AUSTRALIA LIMITED.
  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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